Monday, January 27, 2014

David Samra of Artisan Fund

Morning Star manager of the year.  Recommended UBS, currently at US$11, might double in a few years.  Worth a look.

Sunday, January 19, 2014

01/18/2014 TTM and Dodge&Cox

TTM, printed circuit board company, work looking in.  Risky but 8X earning, good value
Dodge and Cox, aggresive mutual fund, might be good for edu 529?